AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
WG

William Gordon Gilbert Jr

THE CAPROCK GROUP
BOISE, ID
·CRD# 2628415·29 years experience

Professional Summary

William Gordon Gilbert JR is a registered financial advisor currently at THE CAPROCK GROUP, LLC located in Boise, Idaho. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
View profile
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Years of Experience

29 years in the financial services industry

Current & Past Employments

THE CAPROCK GROUP, LLC·CRD# 124272
RIA
800 West Main Street Suite 1150, Boise, ID 83702
August 18, 2005 - Present
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Boise, ID
January 15, 1998 - August 18, 2005
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
October 27, 1997 - August 18, 2005

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Current Firm

TC
THE CAPROCK GROUP, LLC

J AND M COMPANIES INC. | THE CAPROCK GROUP, LLC | THE CAPROCK GROUP, INC. | MCMILLENBUCKLEY, INC. | MCMILLEN AND ASSOCIATES | MCMILLEN & ASSOCIATES, INC.

CRD#: 124272 / SEC#: 801-61642
RIA
Registered Investment Advisory firm - SEC (12/17/2002 Approved)

Contact Information

Main Address

800 West Main Street Suite 1150, Boise, ID 83702

Phone Number

(208) 368-9600

# of Employees

67

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE CAPROCK GROUP, INC. FORM ADV PART 2A (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

436

AUM (Assets Under Management)

$12,479,071,631

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2026Cover PageReport
10/17/2025Cover PageReport
01/28/2025Cover PageReport
10/26/2023Cover PageReport

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

UNIVERSITY OF IDAHO FOUNDATION, MOSCOW,ID_INVESTMENT-RELATED UNIVERSITY FOUNDATION-EMERITUS DIRECTOR, MEMBER OF INVESTMENT COMMITTEE, MEMBER OF CAPITAL CAMPAIGN CABINET_DUTIES: SITTING ON BOARD OF DIRECTORS, INVESTMENT COMMITTEE, FINANCE COMMITTEE. 1 HOUR PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. IDAHO YOUTH RANCH_BOISE, ID. INVESTMENT RELATED_NON-PROFIT FOUNDATION_SINCE JUNE 2008. MEMBER OF INVESTMENT COMMITTEE. 1 TO 2 HOURS PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. ST. LUKES HEALTH FOUNDATION_BOISE, ID_INVESTMENT RELATED_HOSPITAL FOUNDATION_ SINCE JUNE 2009.CHAIR OF STEWARDSHIP COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS MEMBER. 1-2 HOURS PER MONTH 0 OF WHICH ARE DEVOTED DURING MARKET TRADING HOURS. CRANE CREEK COUNTRY CLUB_BOISE, ID_CHAIR OF FINANCE COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, BOARD OF DIRECTORS MEMBER SINCE MARCH 2010_INVESTMENT RELATED_ASSIST COMMITTEE WITH REVIEWING CLUB'S BUDGET AND CASH BALANCE_3 TO 4 HOURS PER MONTH, 1 DURING MARKET TRADING HOURS.

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
THE CAPROCK GROUP, LLC

J AND M COMPANIES INC. | THE CAPROCK GROUP, LLC | THE CAPROCK GROUP, INC. | MCMILLENBUCKLEY, INC. | MCMILLEN AND ASSOCIATES | MCMILLEN & ASSOCIATES, INC.

CRD#: 124272 / SEC#: 801-61642
RIA
Registered Investment Advisory firm - SEC (12/17/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Idaho
(8/18/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1997About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed Feb 2004About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Oct 1997About the Series 7 exam

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view William Gordon Gilbert JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Chris Mitchell Crosby
Chris Mitchell Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
Jesse Lane Woods
Jesse Lane Woods

OSAIC WEALTH, INC.

MERIDIAN, ID · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
Burke Alexander Lodge
Burke Alexander Lodge

AMERIPRISE FINANCIAL SERVICES, LLC

Boise, ID · CRD#
WG
Follow William
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required